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Investment that capitalises on fast infrastructure evolution

The infrastructure industry is evolving rapidly worldwide and specialist investment firms are taking bold steps to be ahead of the changes. Smart investors have long recognised the infrastructure sector’s relative stability and reliable growth potential, and therefore its quality as an asset class. Yet the infrastructure environment has changed radically in recent decades and this […]

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Tariffs, trump, North Korea and other global political risks in the Year of the Dog

Geopolitical events like Brexit and Donald Trump’s election in the US “surprised” investors in 2016 but had no lasting negative impact on global financial markets. By last year investors were well focussed on geopolitical risks – Trump taking over as US President, Eurozone elections, the Communist Party Congress in China and rising risks around North […]

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